Creating a Referral Form

1. Go to Administration > Advanced > Referral Template
   • 
2. Click Create New.
3. Type a name for this Referral Template.
4. Type and select the user who will follow up this kind of referrals by default.
5. Type and select the users who will be notified by default this type of referrals.

Accudemia provides you a sample questionnaire as template. Customize it to your needs.

• Users who have made a referral template before, to create a new referral go to:

            SI Class Attendance > Referrals

1. Click on Create New.
2. Select the Referral Template you want to use.
3. Type and select the instructor.
4. Type and select the class.
5. Type and select the student.
6. Type and select the user who is going to follow up the student.
7. Select date to follow up on the referral, it's used as a reminder of when this referral should be reviewed/updated.
8. Type comments about why the student has problems, or the reason of the referral.
9. You can choose whether the student receives the referral updates.
10. Type and select the users who are going to be notified by updates in this referral.
11. Complete the Referral Questionnaire.
12. Click the Save Changes button.

Follow up by can be left blank and then edited using the Edit button.

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